💰 fin-track

🇺🇸 English | 🇧🇷 Português

Your money, your rules.
Track expenses, monitor investments, and make smarter financial decisions — all in an elegant and intuitive interface.

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✨ Features

• 📄 Bank Statement Upload — Upload PDFs and automatically classify transactions
• 📊 Expense Analysis — Visualize your spending by category with interactive charts
• 💹 Investment Portfolio — Track your assets with real-time quotes via yfinance
• 🌙 Dark Mode — Modern interface that adapts to your preference
• 🔐 Secure Authentication — Login via JWT or Google OAuth
• 📱 Responsive — Works perfectly on any device

🚀 Quick Start

Prerequisites

• Node.js 18+
• Firebase account (free)
• GitHub account (for GitHub Actions)

Installation

# Clone the repository
git clone https://github.com/your-username/fin-track.git
cd fin-track/client

# Configure environment variables
cp .env.example .env
# Edit .env with your Firebase and GitHub credentials

# Install dependencies and run the project
npm install
npm run dev

🎉 Navigate to http://localhost:5173 and start tracking your finances!

💡 Tip: You'll need to set up a Firebase project and add the credentials to the .env file. See the configuration section below.

🏗️ Tech Stack

Layer	Technologies
Frontend	React 19, Vite, Tailwind CSS, Recharts, Lucide Icons
Backend	Firebase (Firestore, Auth), Vercel Functions (Serverless)
Cloud	GitHub Actions (data pipeline with yfinance)
Mobile	Capacitor (Android/iOS)

📈 Historical Stock Data

fin-track uses an automated pipeline to fetch historical stock data:

1. Frontend requests data and creates a "pending" document in Firestore
2. GitHub Actions is triggered via repository dispatch
3. yfinance fetches historical data from Yahoo Finance
4. Firestore stores the data with a 24-hour cache
5. Frontend displays the charts instantly

Configuration

1. Create a service account in Firebase Console
2. Generate a GitHub token with repo scope
3. Add FIREBASE_SERVICE_ACCOUNT to repository secrets
4. Configure VITE_GITHUB_TOKEN in the frontend .env

A scheduled workflow updates the data daily at 2 AM UTC to ensure information is always up to date. 🔄

🤖 AI-Assisted Development

This project was an experiment in AI-assisted programming. A significant portion of the codebase was generated with the help of Google Gemini, with human oversight for review, integration, and testing.

📝 License

MIT © [Marcos]

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